How do we set up an automatic email notification to be sent once a signer successfully signs a document in DRTE?

Published on October 3, 2026 DRTE

Email Delivery and Notifications for Completed E-Signature Documents in DRTE

DRTE supports both built-in automatic delivery for completed documents and custom email alerts configured via standard Salesforce Flows.

Which option do I need? Use Option 1 to send the signed document to the signers. Use Option 2 to alert internal stakeholders (e.g., the Sales Rep, Opportunity Owner, or Legal Team) the moment a signature is applied.

Option 1: Built-in Auto-Delivery (Out-of-the-Box)

Automatic Delivery to Signers: Once all required signatures are placed, DRTE automatically updates the request status to Completed (isSigned = True) and dispatches the final executed PDF via email to all participating parties.
Certificate of Completion (CoC) Auto-Email: If using the Certificate of Completion add-on, setting the Trigger Send Email property to True on the packaged ESignatureDocumentRequest platform event automatically emails the signed document along with its audit log.

Option 2: Custom Internal Notifications (Salesforce Flow)

If you need to alert internal stakeholders (e.g., the Sales Rep, Opportunity Owner, or Legal Team) the moment a signature is applied, create a Record-Triggered Flow with the following settings:

Flow Setting	Value
Object	`E Signature Request`
Trigger	When a record is updated
Entry Condition	`isSigned` Equals `True` (or `Status` Equals `Completed`)
Run Condition	"Only when a record is updated to meet the condition requirements"

Add an Email Action

Add a Send Email action or invoke a Salesforce Email Alert targeting the record owner or specific team members.

Recommended Setting (Async Path): Place the email action on an Async Processing / Scheduled Path in Flow Builder to ensure background document generation finishes smoothly without affecting native performance.

Knowledge Article Number: KA-00439